One Capital Management, LLC Schwab Strategic U.S. Reit ETF Transaction History

One Capital Management, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2019 Jan 31, 2020	SELL	N/A	-12,321 Closed	0 $0
Q3 2019 Oct 21, 2019	BUY	N/A	2,110 Added 20.66%	12,321 $581,000
Q2 2019 Jul 11, 2019	BUY	N/A	320 Added 3.24%	10,211 $454,000
Q1 2019 May 14, 2019	SELL	N/A	-375 Reduced 3.65%	9,891 $439,000
Q4 2018 Feb 05, 2019	SELL	N/A	-1,225 Reduced 10.66%	10,266 $395,000

Q3 2018 Oct 09, 2018	BUY	N/A	415 Added 3.75%	11,491 $480,000
Q2 2018 Aug 06, 2018	BUY	N/A	1,180 Added 11.92%	11,076 $463,000
Q1 2018 May 04, 2018	BUY	N/A	1,200 Added 13.8%	9,896 $379,000
Q4 2017 Jan 29, 2018	SELL	N/A	-499 Reduced 5.43%	8,696 $362,000
Q3 2017 Nov 02, 2017	BUY	N/A	9,195	9,195 $378,000

504

248M

36K

1.6K

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